Wealthmeup Advisors LLC
SEC RegisteredA BETTER WAY TO RETAIN AND GROW PREMIUM CUSTOMERS
About the firm
Wealth Me Up is built for premium brands who want loyalty without discount dependency, offering a shopping platform that preserves margins for brands while helping shoppers build wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A shopping platform that helps premium brands retain and grow customers without discounts, while enabling shoppers to build wealth through their purchases.
Who they serve
Premium brands and shoppers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $76k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealthmeup Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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